Red Cedar Investment Management’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Red Cedar Investment Management’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.4M	Buy	367,131 +135,656	+59%	+$13.6M	3.78%	5
2025 Q4	$23.1M	Buy	231,475 +30,992	+15%	+$3.11M	2.5%	8
2025 Q3	$20.1M	Sell	200,483 -5,010	-2%	-$497K	2.36%	9
2025 Q2	$20.4M	Buy	205,493 +164,645	+403%	+$16.1M	2.57%	8
2025 Q1	$4.04M	Hold	40,848	–	–	0.56%	29
2024 Q4	$3.96M	Hold	40,848	–	–	0.5%	31
2024 Q3	$4.14M	Hold	40,848	–	–	0.52%	32
2024 Q2	$3.97M	Hold	40,848	–	–	0.54%	29
2024 Q1	$4M	Hold	40,848	–	–	0.5%	34
2023 Q4	$4.06M	Hold	40,848	–	–	0.58%	27
2023 Q3	$3.84M	Sell	40,848 -9,880	-19%	-$952K	0.59%	27
2023 Q2	$4.97M	Buy	50,728 +950	+2%	+$93.9K	0.76%	18
2023 Q1	$4.96M	Buy	49,778 +25	+0.1%	+$2.47K	0.77%	18
2022 Q4	$4.83M	Sell	49,753 -119	-0.2%	-$11.5K	0.76%	19
2022 Q3	$4.8M	Buy	49,872 +144	+0.3%	+$14.6K	0.82%	18
2022 Q2	$5.06M	Buy	49,728 +720	+1%	+$74K	0.83%	16
2022 Q1	$5.25M	Buy	49,008 +832	+2%	+$91.6K	0.73%	19
2021 Q4	$5.5M	Hold	48,176	–	–	0.66%	21
2021 Q3	$5.53M	Sell	48,176 -980	-2%	-$114K	0.72%	20
2021 Q2	$5.67M	Sell	49,156 -614	-1%	-$70.3K	0.75%	19
2021 Q1	$5.67M	Buy	49,770 +28,138	+130%	+$3.26M	0.73%	20
2020 Q4	$2.56M	Buy	21,632 +1,010	+5%	+$119K	0.38%	23
2020 Q3	$2.44M	Sell	20,622 -9,427	-31%	-$1.12M	0.45%	23
2020 Q2	$3.55M	Sell	30,049 -490	-2%	-$57.4K	0.83%	17
2020 Q1	$3.52M	Sell	30,539 -157,499	-84%	-$17.9M	1.51%	13
2019 Q4	$21.1M	Hold	188,038	–	–	5.62%	9
2019 Q3	$21.3M	Buy	188,038 +166,673	+780%	+$18.7M	6.72%	7
2019 Q2	$2.38M	Sell	21,365 -39,945	-65%	-$4.37M	0.87%	16
2019 Q1	$6.64M	Sell	61,310 -88,770	-59%	-$9.52M	2.28%	13
2018 Q4	$16M	Sell	150,080 -230,912	-61%	-$24.2M	5.53%	9
2018 Q3	$40.2M	Buy	+380,992	New	+$40.4M	11.88%	2

Other funds holding AGG

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Red Cedar Investment Management's AGG Position: Q1 2026 in Review

Red Cedar Investment Management increased its iShares Core US Aggregate Bond ETF (AGG) stake by 59% in Q1 2026, buying an estimated $13.6M and bringing the position to 367,131 shares worth $36.4M. The position accounts for 3.78% of the portfolio, ranked #5.

Red Cedar Investment Management first reported a position in AGG in Q3 2018 and has held it in 31 quarters since. The position peaked at $40.2M in Q3 2018. 2,074 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

Red Cedar Investment Management held 367,131 shares of iShares Core US Aggregate Bond ETF worth $36.4M as of Q1 2026.
Red Cedar Investment Management bought 135,656 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $13.6M.
iShares Core US Aggregate Bond ETF made up 3.78% of Red Cedar Investment Management's portfolio in Q1 2026, its #5 holding.
Red Cedar Investment Management first reported a position in iShares Core US Aggregate Bond ETF in Q3 2018 and has held it in 31 quarters since.
Red Cedar Investment Management's iShares Core US Aggregate Bond ETF position peaked at $40.2M in Q3 2018.
2,074 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Red Cedar Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.